TOP 30 Wealth management in Jay, Florida

15 results found

Jay Arsenault - Prudential Financial is a reputable finance and insurance agency located at 4384 Commercial Way in Spring Hill, Florida, United States. With a strong focus on providing personalized financial solutions, they offer a wide range of services including retirement planning, investment management, and insurance coverage. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, Jay Arsenault - Prudential Financial is committed to providing expert guidance and support every step of the way.

The Merrill Lynch Financial Advisor Jay M McHargue institution is located at 871 Venetia Bay Boulevard in Venice, Florida, United States. The Picazio/McHargue Group at Merrill Lynch believes in building strong relationships through teamwork and involvement. They offer personalized financial advice and guidance, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The advisors at Merrill take the time to understand each client's unique financial goals and priorities, working together to develop a customized investment plan. They believe in staying connected with clients as their lives and goals evolve, providing ongoing support and adjustments to their financial approach. The team at Merrill Lynch is dedicated to helping clients achieve financial success and offers a range of services, from retirement planning to investment strategies. They are committed to providing exemplary client service and have received recognition from financial industry publications. Clients can expect personalized service, tailored investment strategies, and access to comprehensive financial solutions. Whether you are planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is here to help you navigate the complexities of wealth management and achieve your financial goals.

Jay Shapiro & Associates CPA'S is a reputable accounting and finance institution located at 1950 North Commerce Parkway in Weston, Florida, United States. With a team of experienced and knowledgeable Certified Public Accountants (CPAs), they provide a wide range of services including tax preparation, financial planning, audit representation, and more. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Contact Jay Shapiro & Associates CPA'S today for all your accounting and finance needs.

Jay Horowitz - Financial Advisor, Ameriprise Financial Services, LLC, located at 4800 North Federal Highway, Boca Raton, Florida, United States, offers a wide range of financial services and expertise. Jay Horowitz holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jay Horowitz is also a Certified Military Financial Advisor® (CFMA®). With a focus on providing expert financial advice and planning services, Jay Horowitz is dedicated to helping individuals and businesses achieve their financial goals.

John Jay Marvin - UBS Financial Services Inc. is a reputable finance institution located at 3801 PGA Boulevard in Palm Beach Gardens, Florida. With a strong focus on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment banking, and asset management. The team of professionals at John Jay Marvin - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning services, this institution has the knowledge and experience to assist you every step of the way. Visit John Jay Marvin - UBS Financial Services Inc. today to learn more about how they can help you.

Bradley Jay Rubin - UBS Financial Services Inc. is a reputable financial institution located at 1800 North Military Trail in Boca Raton, Florida, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, and wealth preservation strategies. Whether you are looking to grow your wealth or secure your financial future, Bradley Jay Rubin - UBS Financial Services Inc. is dedicated to providing top-notch financial solutions tailored to your unique needs.

Jay Malik is a renowned institution located at 11820 Miramar Parkway in Miramar, Florida, United States. Specializing in dental tax strategies, accounting, and financial coaching, Jay Malik helps dentists across the country lower their tax burden using approved IRS techniques. Founded in 2006, Less Tax For Dentists offers personalized tax and financial strategies to increase dentists' net wealth. Clients have saved up to 67% in taxes in the first year of implementation. Jay Malik also provides educational courses on tax strategies and financial management for dental practices at conferences and meetings in the US. Contact Jay Malik at 305-563-6000 for expert advice on optimizing your finances.

FloridaFIN is a leading finance institution located at 17348 Nicasio Jay Avenue in Brooksville, Florida. We offer a wide range of financial services to individuals and businesses in the United States. Our team of expert financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or estate planning, FloridaFIN is here to provide personalized solutions tailored to your specific needs. Trust FloridaFIN to be your partner in financial success.

Equity Rx is a health-focused institution located at 14088 South Alabama Street in Jay, Florida, United States. As a pharmacy and store, Equity Rx is dedicated to providing quality healthcare products and services to its customers. With a focus on equity and accessibility, this institution aims to improve the health and well-being of the community it serves. Whether you're in need of prescription medications, over-the-counter remedies, or health-related products, Equity Rx is committed to meeting your needs with personalized care and attention. Visit us today to experience the difference that Equity Rx can make in your health journey.

Welcome to Jean Le Gall, PA-C – Your Trusted Healthcare Provider in Pensacola, Florida Located conveniently in the heart of downtown Pensacola at 190 East Intendencia Street, Jean Le Gall, PA-C, is dedicated to providing exceptional medical care to patients ages 2 and up. As a highly skilled, board-certified physician assistant, Jean Bernard Le Gall offers quality, convenient, same-day appointments, ensuring that your healthcare needs are met promptly and efficiently.

Welcome to Caroline Wolverton D.O., your trusted partner in family medicine and osteopathic care, conveniently located at 1200 Gulf Breeze Parkway in Gulf Breeze, Florida. Dr. Caroline M. Wolverton is a dedicated and highly trained physician committed to providing quality and compassionate health care to the community. With a medical degree from the University of Pikeville Kentucky College of Osteopathic Medicine and residency training at A-OPTIC Methodist Hospital, Dr. Wolverton brings a wealth of knowledge and expertise to her practice. Specializing in osteopathic manipulative treatment, Dr. Wolverton employs a hands-on approach to diagnose, treat, and prevent various health conditions, aiming to enhance patients' overall wellness and quality of life. She is passionate about building strong, trust-based relationships with her patients and is known for being a good listener, caring, and honest. Her top priorities include involving patients in their care plans and managing their health from both medical and lifestyle perspectives.

Welcome to Francis Lauro, your trusted partner in cardiovascular health located at 14114 South Alabama Street, Jay, Florida 32565. Dr. Frank Lauro, a board-certified and fellowship-trained cardiologist, is dedicated to providing comprehensive care for your cardiovascular needs. Specializing in non-invasive cardiology and lifestyle medicine, Dr. Lauro is committed to delivering tailored treatment plans that meet your unique health conditions and goals. At Francis Lauro, we believe in making scheduling easy with our partnership with Baptist Heart & Vascular Institute. We are proud to be part of Baptist Health Care, a not-for-profit organization that is a leader in quality and service across Northwest Florida. Our affiliation ensures that our patients receive top-notch care and access to a wide network of resources.

Welcome to Kimberly Barnhill Health Services, your trusted healthcare provider located in the heart of Jay, Florida. Situated at 14114 South Alabama Street, we are dedicated to serving our community with exceptional care and personalized health solutions. Kimberly Barnhill, a proud Jay native, brings a wealth of knowledge and experience to our practice. She earned her Bachelor of Science in Nursing from Florida State University in 1996, followed by a Master of Science in Nursing from the University of South Alabama in 2011. As a board-certified Acute Care Nurse Practitioner through the American Nurses Credentialing Center, Kimberly is committed to delivering the highest standard of care to her patients.

Welcome to the practice of Dr. Luther Carter, M.D., FACC, FSCAI, a distinguished interventional cardiologist located at 125 Baptist Way Suite 3B, Pensacola, FL 32503. As part of the renowned Baptist Heart & Vascular Institute at The Bear Center, Dr. Carter brings a wealth of knowledge and experience in advanced coronary interventions, structural heart disease, and valvular heart disease. Dr. Carter is a board-certified cardiologist with an impressive background, including serving as the director of the cardiac catheterization laboratory at the Naval Medical Center in San Diego, California. He is celebrated for performing the first minimally invasive Atrial Septal Defect (ASD) closure procedure at Baptist Hospital in 2010, marking a significant milestone in cardiac care.

Welcome to the practice of Maria Viens, Au.D., a dedicated audiologist committed to enhancing the hearing health of her community. Located at 125 Baptist Way, Suite 5C, Pensacola, FL 32503, Dr. Viens is part of the esteemed Baptist Medical Group - ENT & Audiology at Gulf Breeze. With a Doctor of Audiology degree from Salus University and a Certificate of Clinical Competence in Audiology, Dr. Viens brings a wealth of knowledge and expertise to her patients. Dr. Viens offers a comprehensive range of audiology services, specializing in amplification, tinnitus management, and personal hearing protection. Her practice is known for its patient-centered approach, where each individual's unique needs are prioritized. Patients often describe Dr. Viens as patient, dedicated, and knowledgeable, appreciating the extra time she takes to ensure quality care.